Inner Wealth Solutions 60 Martin Place, Sydney, New South Wales 2000

Welcome to Inner Wealth Solutions, a leading financial planning practice located in the heart of Sydney at Martin Place. As a privately owned Australian institution, our mission is to help individuals understand their financial options and implement life-changing strategies to maximize their potential.

Founded by Tony Lu in 2020, Inner Wealth is proud to have Tony as our Certified Financial Planner (CFP) who has achieved the prestigious status of Most Trusted Adviser, a recognition achieved by less than 1% of financial advisers. Tony's expertise and commitment to his clients have earned him consistent top rankings as one of Sydney's top financial planners on Adviser Ratings, with over 35 five-star reviews. In fact, Tony was a finalist in the AFA Adviser of the Year Awards in 2017, solidifying his reputation as a trusted and respected professional in the industry.

At Inner Wealth Solutions, we understand that greatness means different things to different people. It could be achieving financial independence, paying off your mortgage, retiring early and spending quality time with your grandkids, or helping your children get into their dream home. Whatever your definition of greatness may be, we are here to empower you to make better financial decisions through education and a clear action plan tailored to your unique goals and aspirations.

Our focus is on protecting your wealth and the people who matter most to you. With the right strategy and knowledge in place, we strive to provide you with a clear action plan that will help you navigate the complexities of the financial world and achieve your desired outcomes.

Don't just take our word for it. Here's what some of our valued clients have to say about their experience with Tony Lu and Inner Wealth Solutions:

"Tony has given us advice in areas including loan products, self-managed super funds, and managing debt. Through Tony's knowledge and experience, I feel very confident that the advice given was right for my needs. He has helped our family gain control of our debt, maximize income, and structure ourselves for the best possible outcomes. With a young son, we are so grateful for everything he's done for us."

"Tony is always able to explain things in a way that both my husband and I can clearly understand. We have been Tony's clients for 10 years, and he has helped us with all our financial needs, including buying investment properties, buying and selling a business, and setting us up for the future. We are very grateful for his support."

"I have always found Tony very approachable, and his knowledge is excellent. He explains things in a way that we laymen can understand. He doesn't sugar coat things and highlights the real risks of any investment plan. I recently took my adult children to see Tony for advice on a significant inheritance, and he provided sound advice tailored to each individual situation. They are the most important thing in my life, and I would not trust just anyone to advise them."

Inner Wealth Solutions is proud to be a Corporate Authorised Representative of Prosperitas Partners Pty Ltd, ensuring that we operate under the highest standards of professionalism and compliance. Our Australian Business Number (ABN) is 66 642 390 887, and Prosperitas Partners' ABN is 30 662 654 453 with AFSL No. 544917.

Contact Inner Wealth Solutions today and let us help you unlock your financial potential. Together, we can create a brighter and more secure future for you and your loved ones.